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Latest Financial Perspectives, Inc Stock Portfolio

$358Million– No. of Holdings #714

Financial Perspectives, Inc Performance:
2026 Q1: -4.82%YTD: -4.82%2025: 17.54%
Performance for 2026 Q1 is -4.82%, and YTD is -4.82%, and 2025 is 17.54%.

About Financial Perspectives, Inc and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Perspectives, Inc reported an equity portfolio of $358.2 Millions as of 31 Mar, 2026.

The top stock holdings of Financial Perspectives, Inc are VIGI, VAW, MDT. The fund has invested 6% of it's portfolio in VANGUARD WHITEHALL FDS and 5.4% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and DAYFORCE INC (CDAY) stocks. They significantly reduced their stock positions in CHEVRON CORPORATION (CVX), EXXON MOBIL CORP (XOM) and J P MORGAN EXCHANGE TRADED F (BBAX). Financial Perspectives, Inc opened new stock positions in ISHARES TR (AAXJ), SCHWAB STRATEGIC TR (FNDA) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to BECTON DICKINSON & CO (BDX), ISHARES TR (IJR) and FIDELITY MERRIMACK STR TR (FBND).
Financial Perspectives, Inc Equity Portfolio Value
Last Reported on: 11 May, 2026

Financial Perspectives, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Financial Perspectives, Inc made a return of -4.82% in the last quarter. In trailing 12 months, it's portfolio return was 14.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr377,467
schwab strategic tr314,479
astrazeneca plc183,838
ishares tr133,656
piper sandler companies31,539
versant media group inc23,026
nushares etf tr19,701
abrdn silver etf trust17,330
New stocks bought by Financial Perspectives, Inc

Additions

Ticker% Inc.
becton dickinson & co1,111
ishares tr202
fidelity merrimack str tr190
spdr series trust182
capital grp fixed incm etf t172
figma inc122
boeing co107
spdr series trust100
Additions to existing portfolio by Financial Perspectives, Inc

Reductions

Ticker% Reduced
chevron corporation-45.76
exxon mobil corp-41.12
j p morgan exchange traded f-25.23
ishares tr-20.8
ge vernova inc-18.97
ge healthcare technologies i-16.7
ishares tr-15.47
applied matls inc-11.87
Financial Perspectives, Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Financial Perspectives, Inc

Sector Distribution

Financial Perspectives, Inc has about 57.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Utilities
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Consumer Defensive
Sector%
Others57.4
Technology15.1
Healthcare11.3
Communication Services3.6
Utilities3.4
Consumer Cyclical3.3
Financial Services2.1
Industrials1.8
Consumer Defensive1.1

Market Cap. Distribution

Financial Perspectives, Inc has about 39.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED57.4
MEGA-CAP24.6
LARGE-CAP14.6
MID-CAP3.4

Stocks belong to which Index?

About 41.1% of the stocks held by Financial Perspectives, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others58.9
S&P 50037.7
RUSSELL 20003.4
Top 5 Winners (%)%
sandisk corp
167.7 %
LITE
lumentum hldgs inc
90.7 %
DOCN
digitalocean hldgs inc
78.3 %
DOW
dow hldgs inc
78.1 %
PBR
petroleo brasileiro s a
75.1 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
1.1 M
AMPS
ishares tr
1.1 M
VIGI
vanguard whitehall fds
0.7 M
VIGI
vanguard whitehall fds
0.6 M
FBCG
fidelity covington trust
0.5 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-57.9 %
net lease office properties
-55.0 %
MMYT
makemytrip limited mauritius
-54.6 %
ASAN
asana inc
-53.3 %
flutter entmt plc
-52.6 %
Top 5 Losers ($)$
BSX
boston scientific corp
-4.4 M
MSFT
microsoft corp
-3.8 M
MDT
medtronic plc
-2.1 M
VAW
vanguard world fd
-1.6 M
AVGO
broadcom inc
-1.2 M

Financial Perspectives, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Financial Perspectives, Inc

Financial Perspectives, Inc has 714 stocks in it's portfolio. About 40.3% of the portfolio is in top 10 stocks. BSX proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Financial Perspectives, Inc last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions